BKGCX Mutual Fund

NAV$1.25

Returns Overview

1 Month
+2.84%
3 Months
+2.51%
6 Months
+3.36%
YTD
+16.88%
1 Year
+16.46%
3 Years (annualized)
+8.91%
5 Years (annualized)
-1.60%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would BKGCX have held up?
🦠COVID-19 Crash33 days
Market peak to trough during pandemic sell-off
Run Analysis
📈2022 Rate Hikes9 months
Fed aggressive rate hiking cycle bear market
PROUpgrade to run
📉2018 Q4 Selloff3 months
Trade war fears and Fed tightening
PROUpgrade to run
🏦SVB / Banking Crisis5 days
Regional banking contagion fears
PROUpgrade to run

1 Month Performance

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3 Months Performance

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6 Months Performance

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1 Year Performance

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Benchmark & Peers

Benchmark
MSCI EAFE Index(MEAFE)
This Mutual Fund (YTD)
+16.88%
Peer Avg (YTD)
+15.80%
vs Peers
+1.07%

BKGCX Mutual Fund Performance

BKGCX performance across multiple time periods: 1-month 2.84%, YTD 16.88%, 1-year 16.46%, 3-year 8.91%, 5-year -1.60%.

BKGCX returns outperform the peer average of 15.80% YTD. With an expense ratio of 0.66%, investors should weigh costs against performance when evaluating this mutual fund.

BKGCX performance comparison shows side-by-side returns with another fund. BKGCX alternatives are available in the Mutual Fund Screener.